Resource Management

  • Resourcing in the Project Workspace

      New Name for Resource Management Features To better reflect the range of current and upcoming resource management functionality, the following a...

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  • Resource Scheduling Overview

      Overview At Kantata, we know that effectively managing and allocating your teams’ tasks, hours, and project schedules can be a daunting task. Th...

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  • Resource Recommendations Overview

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator   Overview Resource managers have a difficult task for...

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  • Rate Cards Overview

      NOTE As of June 6th, 2019, to use a Role on a Project, each role must be assigned a rate on the Rate Card. If you used rate cards before this u...

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  • Custom Rate Cards

      NOTE As of June 6th, 2019, to use a Role on a Project, each role must be assigned a rate on the Rate Card. If you used rate cards before this u...

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  • Change a Team Member's Project Role

      How to Change a Team Member's Role To change a team member's Role: Select Rates & Roles from the Actions (“   ”) drop-down menu located to the ...

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  • Delete a Project Role

        How to Delete a Project Role To delete a project role for a particular team member: Select Rates & Roles from the Actions (“   ”) drop-down m...

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  • Reassign a Team Member's Role on a Project

      How to Reassign a Team Member's Project Role To reassign all project tasks for a particular team member: Select Rates & Roles from the Actions ...

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  • Change a Team Member's Primary Project Role

      How to Change a Team Member's Primary Project Role Hover over Projects on the left-side nav bar, and select your project. If you don't see the ...

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  • Add Project Roles to a Team Member

      How to Add Project Roles to a Team Member After the project is created, select Rates & Roles from the Actions (“   ”) drop-down menu located to...

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  • Multi-Role Resourcing in Projects

      Overview With the Multi-Role Resourcing feature in Kantata OX, team members can perform multiple roles on the same project, so you can better ma...

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  • Resource Shaping Tool

      Overview The Resource Shaping tool allows Account Administrators through Report Viewers to create rough-cut resource plans by defining the weekl...

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  • Resource Estimates

      Overview Estimation occurs prior to the start of a project to ensure that you have the time and resources necessary to be successful. With our R...

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  • Projected Task Budgets

     Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, or Project Lead Overview The Projected Budget calcula...

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